Prime Capital Investment Advisors’s Bahl & Gaynor Small/Mid Cap Income Growth ETF SMIG Stock Holding History

Prime Capital Investment Advisors’s Portfolio SMIG Stock Details SMIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.7M	Buy	446,824 +110,188	+33%	+$3.45M	0.14%	123
2026 Q1	$9.88M	Buy	336,636 +17,015	+5%	+$514K	0.11%	150
2025 Q4	$9.21M	Buy	319,621 +2,772	+0.9%	+$79.8K	0.11%	143
2025 Q3	$9.39M	Buy	316,849 +20,874	+7%	+$616K	0.12%	131
2025 Q2	$8.54M	Buy	295,975 +230,074	+349%	+$6.48M	0.11%	141
2025 Q1	$1.88M	Buy	65,901 +25,492	+63%	+$747K	0.02%	378
2024 Q4	$1.18M	Buy	40,409 +6,559	+19%	+$198K	0.02%	399
2024 Q3	$990K	Buy	+33,850	New	+$948K	0.01%	446

Other funds holding SMIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Prime Capital Investment Advisors's SMIG Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) stake by 33% in Q2 2026, buying an estimated $3.45M and bringing the position to 446,824 shares worth $14.7M. The position accounts for 0.14% of the portfolio, ranked #123.

Prime Capital Investment Advisors first reported a position in SMIG in Q3 2024 and has held it in 8 quarters since. 63 funds tracked by Wall St. Rank hold SMIG as of Q2 2026.

Prime Capital Investment Advisors held 446,824 shares of Bahl & Gaynor Small/Mid Cap Income Growth ETF worth $14.7M as of Q2 2026.
Prime Capital Investment Advisors bought 110,188 Bahl & Gaynor Small/Mid Cap Income Growth ETF shares in Q2 2026, an estimated $3.45M.
Bahl & Gaynor Small/Mid Cap Income Growth ETF made up 0.14% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #123 holding.
Prime Capital Investment Advisors first reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF in Q3 2024 and has held it in 8 quarters since.
63 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.